Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MFA
5651
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 11.5% – 106
HWM
5652
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 7.86% 53.9% 125
CPSC
5653
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 10.3% 62.9% 121
HFO
5654
Heritage Family Offices
Arizona
$198M +$2.24M +1% 6.83% – 181
WDC
5655
Woodward Diversified Capital
California
$198M +$56.4M +40% 11.4% 72.7% 180
CC
5656
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 14.3% 73.4% 116
TCM
5657
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 16.2% 93.1% 119
DC
5658
Darrow Company
Massachusetts
$198M +$18.2M +10% 7.02% 35.1% 52
I
5659
Immersion
Florida
$197M +$34.6M +21% 9.81% – 10
SCM
5660
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 6.56% 48.1% 108
BFG
5661
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 10.5% 53.8% 32
CWP
5662
Core Wealth Partners
California
$197M +$25M +15% 9.48% – 184
PK
5663
Pflug Koory
Nebraska
$197M +$17.4M +10% 4.7% – 426
KFS
5664
Kaizen Financial Strategies
California
$197M +$23.5M +14% 13.3% 92.7% 159
CRC
5665
Catawba River Capital
South Carolina
$197M +$32.3M +20% 15.9% 68% 21
PF
5666
Penney Financial
Texas
$197M +$44.5M +29% 7.05% – 44
GIO
5667
Galilei Investment Office
United Kingdom
$197M +$12M +7% 9.21% – 29
FF
5668
Friday Financial
Iowa
$197M +$29.4M +18% 8.81% – 86
TCA
5669
Troluce Capital Advisors
Puerto Rico
$196M +$90.5M +85% 11.8% – 48
5W
5670
5T Wealth
California
$196M +$20.6M +12% 9.55% – 108
II
5671
Ironclad Investments
Florida
$196M +$18.7M +11% 10.5% – 3
FAM
5672
Forte Asset Management
New York
$196M -$2.27M -1% 7.63% 41.9% 72
EP
5673
EPIQ Partners
Minnesota
$196M +$6.7M +4% 6.12% 33.9% 75
CIG
5674
CHB Investment Group
Pennsylvania
$196M +$7.98M +4% 3.87% – 88
IF
5675
Integrity Financial
Wyoming
$196M +$19.8M +11% 9.56% 58.4% 296
225 226
227
228 229